Added to YB: 2026-08-13
Pitch date: 2026-08-11
PHUN [neutral]
Phunware, Inc.
-1.41%
current return
Author Info
No bio for this author
Company Info
Phunware, Inc., together with its subsidiaries, provides integrated software platform that equips companies with the products, solutions, and services to engage, manage, and monetize their mobile application portfolios in the United States and internationally.
Market Cap
$43.2M
Pitch Price
$2.13
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.29
P/E
-3.29
EV/Sales
-17.63
Sector
Software
Category
special_situation
One Small Cap A Day: Phunware (PHUN)
PHUN (overview): Cash shell w/ neg EV; $92.1M cash, no debt vs $43-46M mkt cap. Trading below net cash. Tiny ops (<$3M ARR, 69% GM) burning ~$12M/6mo on AI/hospitality pivot; 6-7yr runway. Activist Goldenwise (6.6%) pushing board change/capital return, proxy threat. NOLs valuable. Author skeptical of ops, likes activist cigar-butt play.
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